Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $524 | $51,638-99.0% | $68,368-99.2% | $82,448-99.4% |
| Participation rate | 56.3% | 63.6%-7.3pp | 73.8%-17.4pp | 68.1%-11.7pp |
| Annual return | 10.44% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $507 | $2,914-82.6% | $4,123-87.7% | $4,139-87.8% |
| Admin fee / account holder | $558 | $4,643-88.0% | $5,150-89.2% | $7,234-92.3% |